I’ve had a variety of customer service roles since 1982, but one of my favorite experiences was working as an administrative assistant at a hotel across from Waikiki Beach, starting in August of ’88. It was a fun job with a fantastic team, and I learned a lot about what it means to provide true customer satisfaction during those two years. In December of 1990, I left Oahu for Southern California to marry a man I’d barely met—and we’re still happily married! We moved to Lancaster in June of 1990 and welcomed our only child, Megan, in September of ’93.
After working as a church secretary for 13 years, Jim hired me in April 2019 to work in the front office because he saw my people skills—and I’m so grateful he did. It’s a privilege to work for someone who genuinely cares about his clients. When clients call, often during challenging times, they trust Jim to guide them through. Many have told me they don’t know what they’d do without him, and it makes me proud to be part of this team with Jim and Kaleigh. Together, we work hard to meet each client’s unique needs.
Outside of work, I spend as much time as I can with my daughter and my 2-year-old grandson, Nathan. The knowledge I’ve gained working alongside Jim is something I’ll gladly pass on to them, helping them make wise choices for their own financial well-being.